Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionUtah Retirement Systems
Latest Disclosed Ownership184,452 shares
Latest Disclosed Value $ 30,355,265
Utah Retirement Systems reports 3.07% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 184,452 shares of Morgan Stanley (CH:MS) valued at $30,355,265 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 190,285 shares of Morgan Stanley. This represents a change in shares of -3.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 184,452 -5,833 -3.07 30,355 -10.14 0.3103
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 190,285 61 0.03 33,781 11.72 0.3214
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 190,224 966 0.51 30,238 13.43 0.2937
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 189,258 -614 -0.32 26,659 20.34 0.2784
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 189,872 -2,696 -1.40 22,152 -8.50 0.2555
2025-02-14 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 192,568 600 0.31 24,210 20.98 0.2667
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 191,968 700 0.37 20,011 7.64 0.2258
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 191,268 -11,700 -5.76 18,589 -2.73 0.2207
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 202,968 -5,700 -2.73 19,111 -1.78 0.2235
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 208,668 1,800 0.87 19,458 15.18 0.2478
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 206,868 500 0.24 16,895 -4.14 0.2415
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 206,368 -13,200 -6.01 17,624 -8.58 0.2444
2023-05-16 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 219,568 600 0.27 19,278 3.56 0.2788
2023-02-15 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 218,968 -5,600 -2.49 18,617 4.92 0.2952
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 224,568 -3,100 -1.36 17,743 2.47 0.2958
2022-08-16 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 227,668 -8,400 -3.56 17,316 -16.07 0.2772
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 236,068 -7,400 -3.04 20,632 -13.67 0.2746
2022-02-14 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 243,468 -3,000 -1.22 23,899 -0.35 0.2953
2021-11-16 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 246,468 -18,200 -6.88 23,983 -1.17 0.3243
2021-08-16 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 264,668 -3,801 -1.42 24,267 16.39 0.3124
2021-05-17 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 268,469 1,072 0.40 20,850 13.78 0.2906
2021-02-16 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 267,397 55,834 26.39 18,325 79.15 0.2601
2020-11-16 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 211,563 1,400 0.67 10,229 0.77 0.1698
2020-08-13 2020-06-30 13F/A-1 MORGAN STANLEY COM NEW 617446448 210,163 -11,900 -5.36 10,151 34.45 0.1863
2020-08-13 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 210,163 -11,900 10,151 186,311.9197
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 222,063 0 0.00 7,550 -33.49 0.1633
2020-02-12 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 222,063 -3,900 -1.73 11,352 17.73 0.1996
2019-11-14 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 225,963 -3,100 -1.35 9,642 -3.92 0.1835
2019-08-14 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 229,063 -12,633 -5.23 10,035 -1.62 0.1922
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 241,696 13,076 5.72 10,200 12.52 0.2021
2019-02-08 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 228,620 -200 -0.09 9,065 -14.93 0.2050
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 228,820 -2,300 -1.00 10,656 -2.73 0.2064
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 231,120 -6,600 -2.78 10,955 -14.60 0.2267
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 237,720 -2,300 -0.96 12,828 1.86 0.2729
2018-02-14 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 240,020 -2,300 -0.95 12,594 7.90 0.2647
2017-11-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 242,320 400 0.17 11,672 8.27 0.2625
2017-08-08 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 241,920 -19,600 -7.49 10,780 -3.78 0.2512
2017-05-11 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 261,520 200 0.08 11,203 1.47 0.2680
2017-02-10 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 261,320 0 0.00 11,041 31.79 0.2777
2016-11-07 2016-09-30 13F MORGAN STANLEY COM NEW 617446448 261,320 0 0.00 8,378 23.41 0.2168
2016-08-03 2016-06-30 13F MORGAN STANLEY COM NEW 617446448 261,320 -14,000 -5.08 6,789 -1.41 0.1809
2016-05-10 2016-03-31 13F MORGAN STANLEY COM NEW 617446448 275,320 400 0.15 6,886 -21.27 0.1867
2016-02-11 2015-12-31 13F MORGAN STANLEY COM NEW 617446448 274,920 500 0.18 8,746 1.18 0.2371
2015-11-03 2015-09-30 13F MORGAN STANLEY COM NEW 617446448 274,420 1,500 0.55 8,644 -18.35 0.2475
2015-08-11 2015-06-30 13F MORGAN STANLEY COM NEW 617446448 272,920 -1,200 -0.44 10,587 8.21 0.2814
2015-05-14 2015-03-31 13F MORGAN STANLEY COM NEW 617446448 274,120 8,700 3.28 9,784 -4.99 0.2570
2015-02-11 2014-12-31 13F MORGAN STANLEY COM NEW 617446448 265,420 0 0.00 10,298 12.23 0.2831
2014-11-06 2014-09-30 13F MORGAN STANLEY COM NEW 617446448 265,420 -600 -0.23 9,176 6.70 0.2631
2014-08-08 2014-06-30 13F MORGAN STANLEY COM NEW 617446448 266,020 -7,400 -2.71 8,600 0.92 0.2464
2014-05-08 2014-03-31 13F MORGAN STANLEY COM NEW 617446448 273,420 2,000 0.74 8,522 0.12 0.2458
2014-02-05 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 271,420 0 0.00 8,512 16.36 0.2518
2013-11-06 2013-09-30 13F MORGAN STANLEY COM NEW 617446448 271,420 -2,300 -0.84 7,315 9.39 0.2367
2013-08-02 2013-06-30 13F MORGAN STANLEY COM NEW 617446448 273,720 273,720 6,687 0.2259
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.